CAIS
Transforming the world of alternative investing.
Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider
51 - 200
Alternative Investments Internal Associate - RIA Channel
6 days ago
🏢 In-office - Manhattan
CAIS
Transforming the world of alternative investing.
Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider
51 - 200
Description
• Support senior members of the Business Development team • Develop exceptional CAIS product knowledge • Act as a point of contact for existing investors • Coordinate client meetings and conference calls
Requirements
• 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred • A Bachelor’s degree; concentrations in Economics, Finance or Business • High degree of intellectual curiosity • Proficiency in Microsoft Office applications • Salesforce experience a plus • Series 7 & 63 licenses REQUIRED • Hard working and eager to learn in a highly intellectual, collaborative environment • Well organized and detail oriented • Enthusiastic about developing and implementing ideas • Self-starter, able to work autonomously as well as within a team • Exceptional analytical and problem-solving skills • Excellent oral and written communication skills • Knowledge of finance, investment management industry, and Alternatives is highly desirable
Benefits
• 100% employer paid dental and vision insurance • Employer matched retirement plan • Wellness programs • Generous PTO and parental leave • Flexible, hybrid in-office model
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